[SemiAnalysis: Nvidia's System Memory Expenditure Share Expected to Exceed 40% by 2027] Odaily Planet Daily News - SemiAnalysis posted on the X platform stating that the proportion of memory in hyperscaler capital expenditure has sparked considerable discussion, especially after MU released its earnings report last week. Some market participants were surprised by the potential level this proportion could reach next year. SemiAnalysis initially shared its preliminary views in late February, and many clients questioned its 30% figure. In May, after pricing increases exceeded expectations, SemiAnalysis responded by stating that, when combining DRAM, NAND, and HBM, memory expenditure in Nvidia systems would exceed 30% by the end of 2026 and surpass 40% by 2027. SemiAnalysis expects this dynamic to be better understood in the coming months.